Lock in lifetime founding member pricing — available for a limited time. See plans

AI-Powered Financial Intelligence

Ask your money
where it went

Lumen connects your accounts and uses AI to answer any question about your spending, cash flow, and net worth — instantly.

14-day free trial. Cancel anytime.

Lumen AI
How much did I spend on food this month?
You spent $847.32 on Food & Drink this month across 23 transactions. That's down 12% from last month.Biggest: $124.50 at Whole Foods on the 15th
Compare my spending to last quarter
Q1 vs Q2 Spending:
Food & Drink$2,631 ↓ 8%
Transportation$892 ↑ 15%
Entertainment$445 ↓ 22%
Total spending down 4.2% quarter-over-quarter
What's my net worth trend?
Your net worth is $42,850, up $3,200 (8.1%) over the last 90 days. Assets total $68,400 and liabilities are $25,550.

Bank-level security. 12,000+ institutions supported.

256-bit Encryption
Plaid Secured
Read-Only Access
SOC 2 Compliant
No Credential Storage

Everything in one place

No spreadsheets. No manual entry. Connect your accounts and get instant clarity on your finances.

Ask anything

"How much did I spend on Uber this year?" "Am I spending more than last month?" Ask in plain English — Lumen queries your data and responds with real numbers.

See where it goes

Spending broken down by category, merchant, and time period. Spot trends, catch anomalies, and understand your habits at a glance.

Track your cash flow

Income vs. spending, visualized by week, month, or quarter. A running net line shows whether you're gaining or losing ground.

Watch your net worth

Assets minus liabilities, reconstructed over time from your transaction history. See the trend — not just today's number.

Coming Soon

Forecast your
financial future

Model life events — buying a home, changing jobs, having kids, retiring — and see how each decision shapes your money over time. Powered by Monte Carlo simulations with your real financial data.

Ask "what if" questions

"Can I afford a $500k house?" "What if I max out my 401k?" Get instant projections grounded in your actual numbers.

See the range of outcomes

Not a single guess — a probability distribution of where you could land based on thousands of simulations.

Plan major life decisions

Retirement, career moves, big purchases. Understand the trade-offs before you commit.

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Net Worth Forecast

$842,000

Projected by 2035

85% confidence

Monte Carlo

Today
Home PurchaseCareer ChangeRetire at 60

Up and running in 60 seconds

No importing CSVs. No categorizing transactions by hand. It just works.

01

Connect your accounts

Link your banks, credit cards, and loans through Plaid. We support 12,000+ institutions.

02

Transactions sync automatically

Your spending, income, and balances update daily. Categories are assigned by AI.

03

Ask questions, get answers

Open the AI chat and ask anything. "Where did my money go?" "Am I on track?" Lumen knows.

Founding Member Pricing

Lock in your rate forever

Join now and keep founding member pricing for life — even as we add forecasting, budgeting, and more. Every plan starts with a 14-day free trial.

Lifetime Rate

Monthly

Locked in for life — limited time

$12/month
  • Full transaction history
  • AI chat — ask anything
  • Spending analytics & trends
  • Cash flow tracking
  • Net worth over time
  • Category breakdowns
  • Custom categories & rules
  • Financial forecasting (coming soon)
Start 14-Day Free Trial
Best Value

Annual

Best value — locked in for life

$59/year

Just $4.92/mo — save 59% vs. monthly

  • Everything in Monthly
  • Locked-in founding member pricing
  • Household / partner access
  • Data export (CSV / PDF)
  • Priority support
  • Early access to new features
Start 14-Day Free Trial

All plans include a 14-day free trial. For a limited time, both monthly and annual rates are locked in for life as founding member pricing — your rate will never increase, even as we add new features.

Your data stays yours

Lumen uses Plaid to connect to your bank — the same technology trusted by Venmo, Robinhood, and Coinbase. We never see your bank credentials. All data is encrypted with AES-256, and we only request read-only access to your transaction history.

AES-256

Encryption

Read-only

Access

Never stored

Credentials

12,000+

Institutions

Stop guessing.
Start asking.

Connect your accounts and ask your first question in under a minute.

Start Free Trial

14-day free trial. Cancel anytime.